Your HubSpot portal can serve your business, teams, and customers so well that you'll wonder how you ever functioned without it.
In life and business, very few things come out of the box customized specifically for your needs. If you can't tell by now, we believe HubSpot is the ultimate tool for marketing and business operations — but to get the most out of it, it needs proper configuration for your specific business needs!
We help companies accomplish a wide variety of things through HubSpot, like creating automated processes for customer onboarding, employee performance reviews, trackable client services deliverables, and more. Whatever your needs are, Geekly Media delves into the details to set up your HubSpot portal and get the job done so that it becomes a game-changer for your business. Our process includes scoping, discovery, and implementation!
How Do We Implement HubSpot Configurations?
- Step One (Scoping)
- Step Two (Discovery)
- Step Three (Implementation)
Scoping
Our certified HubSpot experts devote up to 10 man-and-woman hours to learn about your needs. We also use this project time to determine if we can do what you're asking us to do and which Geekly Media teams will need to come together to complete the project, including software development, design, web development, custom configurations, or others.
At the conclusion of our scoping process, we give you a quote for how long the project will take and how much it costs to map out the complete process or configuration that meets your request.
Discovery
After reviewing the results of the Scoping Project with you and getting your approval to move forward, it's time for the Discovery aspect of our HubSpot Configuration Services.
While different projects can dictate different timelines, this process usually takes between 60-90 days. Our HubSpot experts define each step of the process included in your custom configuration request. We map everything out and document the different integrations, design, and development requirements for your request within scope.
Finally, we complete this step by delivering a fully developed visual plan (plus a quote) of what we intend to implement. When you sign off, we get started on implementation!
Implementation
In short, we do what we told you we would do (and what you approved for us to do) after the Discovery stage!
Our experts work through every aspect of the Discovery output while following the budget that goes with the project. At the end of this process, you have a custom HubSpot Configuration that meets (or exceeds) your request and helps your business grow!
If you've never experienced the customized aspects of what HubSpot can deliver, you'll wonder how you ever lived without this enhancement to your customer experience and operations.
- Step One (Scoping)
- Step Two (Discovery)
- Step Three (Implementation)
Scoping
Our certified HubSpot experts devote up to 10 man-and-woman hours to learn about your needs. We also use this project time to determine if we can do what you're asking us to do and which Geekly Media teams will need to come together to complete the project, including software development, design, web development, custom configurations, or others.
At the conclusion of our scoping process, we give you a quote for how long the project will take and how much it costs to map out the complete process or configuration that meets your request.
Discovery
After reviewing the results of the Scoping Project with you and getting your approval to move forward, it's time for the Discovery aspect of our HubSpot Configuration Services.
While different projects can dictate different timelines, this process usually takes between 60-90 days. Our HubSpot experts define each step of the process included in your custom configuration request. We map everything out and document the different integrations, design, and development requirements for your request within scope.
Finally, we complete this step by delivering a fully developed visual plan (plus a quote) of what we intend to implement. When you sign off, we get started on implementation!
Implementation
In short, we do what we told you we would do (and what you approved for us to do) after the Discovery stage!
Our experts work through every aspect of the Discovery output while following the budget that goes with the project. At the end of this process, you have a custom HubSpot Configuration that meets (or exceeds) your request and helps your business grow!
If you've never experienced the customized aspects of what HubSpot can deliver, you'll wonder how you ever lived without this enhancement to your customer experience and operations.
HubSpot Configuration Services
Geekly Media can optimize your portal to serve your business, teams, and customers better!$3,500
Scoping and Discovery are required before we implement a configuration project.HubSpot Configuration Services
Geekly Media can optimize your portal to serve your business, teams, and customers better!$3,500
Scoping and Discovery are required before we implement a configuration project.Who is ideal for HubSpot Configuration Services?
These services are ideal for any business with a HubSpot portal that's been in use for a while, or a business ready to set up a HubSpot portal for the first time (and you prefer to start off on the right foot!). If you're struggling with pipelines that don't support your sales process, integrations that don't work well, issues with contacts or custom objects, or you're just not sure how to set up your portal appropriately for your company's growth, you could benefit from our Configuration Services!WHAT DO I GET WITH HUBSPOT CONFIGURATION?
A deep-dive into your portal during the Scoping and Discovery stages
Review and recommendations for custom objects, pipelines, and integrations
Review and setup for email templates and automations
Set up for reporting and dashboards in HubSpot
Additional reviews and setup for tickets, deals, and more (as needed)
Ready to experience custom HubSpot Configurations?
Speak to a Geek to get started
Our team of certified HubSpot Geeks is ready to help your business grow. Schedule below and speak to a Geek, today!
As a Diamond HubSpot Partner, we create cutting-edge online experiences that elevate brands and generate conversions.
Geekly Media has proven to be an invaluable partner
Their team played a crucial role in the successful implementation of PMOS and marketing strategies for our company. The proficiency and dedication of the Geekly team were evident as they skillfully organized our processes and significantly boosted our traffic. Working with Geekly Media has been a highly positive and productive experience.
Meskauskas, M.
Brian Properties, Inc.
They saved the day, big time
We worked with the Geekly team on a project that had gone off the rails. They saved the day, big time. We got great creative that "wow-ed", super fast and responsive team, friendly and fun collaboration, and made new friends. We are so grateful for Heather and the WHOLE GEEKLY team! We look forward to working with them again.
Kelsey Galarza
Orange Marketing
Partnered with Geekly
We partnered with Geekly to automate some of our operational systems. They were able to walk us through a process and build a ticketing system and automation for our rent collections, late rent/eviction process. We were able to move one full-time employee off of rent collections and re-positioned them elsewhere in the business.
Pete Neubig
VPM Solutions
Truly experts
Can't say enough about Geekly. They are truly experts at what they do and have helped our company tremendously!
Amy Carroccia
Charleston Property Company
Appreciate everything you have done
Great experience, great team with a wealth of knowledge on HubSpot. Appreciate everything you have done to help us get up and running on HubSpot.
Jonathan Zadegan
The Zadegan Group
The Geekly team has been amazing
The Geekly team has been amazing to work with. Thanks to everything that they have helped us build our day-to-day operations run smoothly and efficiently.
Amy Delacruz
Renters Warehouse SE Virginia
Awesome team
The team at Geekly has been awesome to work with. They have top-notch talent in so many categories and have really delivered way above expectations on our projects. Our growing business has switched gears several times and they are able to roll with our changes effortlessly. We appreciate you all!
Kim Giles
The Peak Group
Top-notch to work with
Geekly has truly been top-notch to work with. It is rare you find a consultant who communicates as well and follows through. Very happy with the process and outcome.
Tim Shoultz
SMARTCAP, Inc.
Wow
WOW, what more can I say about Geekly. They are experts at what they do and have helped our company tremendously! Dealing with Ross has been one of the highlights such a fantastic dedicated efficient detail orientated person. Thank you
Leon De Gruchy
VPM Solutions
Grow your business the smartest way. Speak to a Geek today!
Our team of certified HubSpot Geeks is ready to help your business grow.
Schedule below and speak to a Geek, today!